reSolvinG leGal
         and financial iSSueS in
                     elder care
                                Help your...
seminar overview
aBout this seminar
Protect Your Clients’ Assets and Provide the Services They Need
The cost of long-term ...
seminar outline
 i. WhaT To do When a sPouse is conFRonTing healTh issues –
    The esTaTe Plan
    9:00 - 10:15, J. Terre...
registration form
                                               attendee information (Please photocopy this form for mult...
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Nbi June 7 2010 Brochure


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Nbi June 7 2010 Brochure

  1. 1. reSolvinG leGal and financial iSSueS in elder care Help your elderly clients get the services and financial resources they need! reGiSter todaY! 800-930-6182 OR one-day seminar San Bernardino, california June 7, 2010 facultY J. Terrence Moynihan The Moynihan Law Firm D. Hershel Wilson McClellan & Wilson continuinG education California MCLE for Paralegals - 6.0 Financial Planners - 7.0 CLE - 6.0 Guardian - 6.0 IACET - 0.6 CPE for Accountants/NASBA - 7.0 PACE - 7.0 See inside for details! Your SatiSfaction iS our Guarantee! SEM I N ARS • T EL ECON F EREN CES • W E BC ASTS M P3 DO W N LOADS • ON - DEMAN D • AUDI O C DS • COURSE BOOkS
  2. 2. seminar overview aBout this seminar Protect Your Clients’ Assets and Provide the Services They Need The cost of long-term care can consume a person’s assets if a carefully drafted estate plan is not in place. This seminar will give you the skills required to create an estate plan that meets your clients’ needs. Become prepared - register today! 6 Benefits of attending • Draft an estate plan to secure your clients future using our sample forms and letters. • Ensure that the client’s wishes will be carried out - through appropriate asset titling, the will, a durable power of attorney and advanced directives. • Preserve the client’s assets through the use of irrevocable trusts, annuities, life insurance, retirement accounts and gifting methods. • Avoid ethical issues when representing elderly and incapacitated clients with due diligence. • What does your client qualify for? Help your clients with their financial and estate planning by learning how to differentiate between Medicare and Medicaid • Don’t let excess assets impact Medicaid eligibility: advise clients on how to legally dispose of assets. Credit information The specific continuing education credit(s) listed are for attending the live seminar. The credits may or may not apply for the audio version of this seminar. Please check with your credit board for details. For additional questions regarding continuing education credits, please contact us at 866-240-1890. accountants - This is a basic-to-intermediate level program presented in a group live setting. Accountants should have a basic understanding of financial issues related to long-term care. This course will: - Generate an estate plan to secure clients future using sample forms and letters - Describe how to ensure that the client’s wishes will be carried out - through appropriate asset titling, the will, a durable power of attorney and advanced directives - Explain how to avoid ethical issues when representing elderly and incapacitated clients with due diligence Field(s) of Study -- Administrative Practice; Regulatory Ethics. california mcle for Paralegals - 6.0 - This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d). Financial Planners - 7.0 - This program has been accepted by the CFP Board and qualifies for 7.0 hours of CE credit for CFP Certificants. CFP™, CERTIFIED FINANCIAL PLANNER™ and CFP with flame logo are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. cle - 6.0 - This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53. Self-study credit is available. guardian - 6.0 - This activity has been approved by the Center for Guardianship Certification for 6.0 credit hours including 1.0 hour of ethics continuing education credit. NBI, Inc. has been approved as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 8405 Greensboro Drive, Suite 800, McLean, VA 22102. NBI, Inc. DBA National Business Institute has awarded 0.6 CEUs to participants who successfully complete this program. (Provider #4558) NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182. Pace - 7.0 - This seminar qualifies for 7.0 PACE (Professional Achievement in Continuing Education) credit hours for CLU, RHU, REBC, CLF, CASL and/or ChFC. Register Today! 800-930-6182 OR
  3. 3. seminar outline i. WhaT To do When a sPouse is conFRonTing healTh issues – The esTaTe Plan 9:00 - 10:15, J. Terrence Moynihan A. Client Interview B. How to Draft the Plan C. Asset Titling – Deed, Bank Accounts and Life Insurance D. Changing the Will to Exclude the Disabled Spouse E. Durable Power of Attorney – Gift Giving Power F. Advanced Directives G. Sample Forms and Letters ii. hoW To PRoTecT an eldeRlY clienT’s asseTs 10:30 - 11:45, J. Terrence Moynihan A. Drafting the Irrevocable Trust B. Impact of Medi-Cal Issues in Drafting Trusts C. Transfer of Residence/Lifetime Right to Occupancy D. Using Annuities, Life Insurance and Retirement Accounts in the Estate Plan E. The DRA Comes to California - Asset Protection Changes F. Income Tax Traps With Gifts G. Avoiding the Pitfalls of Conservatorship Proceedings iii. eThical consideRaTions When RePResenTing The eldeRlY clienT 12:45 - 1:45, J. Terrence Moynihan A. Acting Within the Lawyer’s Expertise B. Avoiding Conflict Between Spouses’ Interests C. Competency of the Client D. Maintaining Due Diligence in Completing Paperwork When Representing the Elderly or Ill Client iv. QualiFYing FoR medi-cal long-TeRm caRe PRogRams 1:45 - 3:15, D. Hershel Wilson A. Where Medicare Stops and Medicaid Begins B. Overview of the State Medicaid Programs C. Categorically vs. Medically Needy D. Medical Criteria – Level of Care Required to Become Eligible E. Assessing a Client’s “Medical Need” and Level of Care for Medicaid Qualification Purposes F. Medicaid Planning Techniques G. Financial Criteria for Single and Married Applicants H. Exemptions for Protecting the Family Home I. Qualified Medicare Beneficiaries v. PReseRving FamilY asseTs When QualiFYing FoR medicaid 3:30 - 4:30, D. Hershel Wilson A. Most Common Medicaid Misconceptions B. Implications of Gifts During the Look Back Period C. Options for “Spenddown” of Excess Property – Unique Problems Associated With Disposal of Excess Assets D. Myths About the “Spenddown” Requirement E. Protecting Assets for a Disabled Child F. Retroactive Benefits G. Estate Recovery *If needed, the above agenda may be changed to best accommodate all of our attendees. Register Today! 800-930-6182
  4. 4. register today! 800-930-6182 or uPComing video weBCasts our distinguished faCulty video webcasts offer attendees the opportunity to gain continuing education training through streaming audio and video. J. TeRRence moYnihan practices with attorney Maureen A. Lyons, in d. heRshel Wilson, sole practitioner of the law firm of McClellan & Riverside, California, where their practice encompasses estate planning, Wilson, located in Banning, California, practices in the areas of estate You will also be able to view and print the reference manual, and submit questions electronically for live responses! Check out some of these trust and probate, with a special emphasis on life care planning for planning, elder law and probate. He is a certified specialist in estate upcoming video webcasts! disabled adults. Mr. Moynihan is certified by the State Bar of California planning and probate law by the Board of Legal Specialization, State Board Board of Legal Specialization as a specialist in estate planning, trust, and of California. Mr. Wilson also is a certified elder law attorney by the National march 16 using llCs effectively (52523ER) probate law. He is a member of the Estate Planning Council of Riverside Academy of Elder Law Attorneys. He is a former law school instructor in wills march 18 law firm rainmaking: Creating your Presence and Building your reputation (52932ER) County, the Trusts and Estates Section of the State Bar of California, and trusts at the California Southern School of Law. Mr. Wilson gives his own march 25 the secrets of networking and relationship Building WealthCounsel, LLC, WealthCounsel Advisors Forum, ElderCounsel and seminars every year on elder rights and Medi-Cal issues, and is a frequent (52933ER) the National Academy of Elder Law Attorneys. Mr. Moynihan earned his speaker in various settings on the affairs of the elderly. He lectures on march 31 legal ethics 101: malpractice Prevention and Conflicts B.A. degree from the University of Washington and his J.D. degree from probate, living trusts, durable powers of attorney, asset preservation (when of interest (53406ER) Gonzaga University School of Law. incapacity results in nursing home placement) and sophisticated estate To register, visit us online at or call 800-930-6182. planning. Mr. Wilson earned his B.A. degree from Harding University, his M.A. degree from Harding Graduate School of Religion, his M.S. degree from the University of Central Arkansas, and his J.D. degree from Western State TeleconFeRences University. He is a member of The Riverside County Bar Association and the Can’t leave the office for an entire day? San Bernardino County Bar Association. You can still gain the training and education you need. No need to leave the office, relevant topics and convenient 1 to 2 hour training sessions are rolled into one. Check out some of these upcoming teleconferences! march 9 Create engagement agreements that reduce Client fee disputes (52403ER) who should attend march 17 Bankruptcy in divorce (52461ER) This basic-to-intermediate level seminar will provide instruction on how to create effective estate plans for elderly clients. march 22 legal ethics in settlement negotiations (52401ER) The following professionals will benefit from this program: march 24 new hiPaa requirements for Businesses working with Covered healthcare entities (52081ER) • Attorneys • Accountants march 31 dividing the family Business in divorce (52462ER) • Presidents and Vice Presidents • Paralegals To register, visit us online at or call 800-930-6182. • Estate and Financial Planners • Case Managers • Nursing Home Administrators booksToRe To order any of the audio and reference materials below, please order online or call 800-930-6182. For more topics, visit us online — note: Prices may vary by manual — $99 cd and manual — $199 topic when looking online. esTaTe adminisTRaTion PRoceduRes: San Bernardino direCtions & ParKing To obtain directions and parking information, please contact the WhY each sTeP is imPoRTanT © september 2009 - 182 Pages (fP49645) June 7 facility listed. By: Mark W. Bidwell, Norman H. Green, Curtis M. Kaiser, Mark J. Phillips, san Bernardino hilton free referenCe BooK Timothy C. Pickart and M. Neil Solarz. 285 East Hospitality Lane Resolving Legal and Financial Issues in Elder Care The PRobaTe PRocess FRom sTaRT To Finish Receive a comprehensive course book, included with your tuition, © march 2009 - 166 Pages (fP47979) San Bernardino CA 92408 which you can take back to your office and use as a reference. By: Jerilyn Paik, M. Jane Pearce and Jennifer S. Rouse. Phone 909-889-0133 audio reCordings PRobaTe PRacTice: The essenTial basics This seminar will be recorded in its entirety. If you can’t attend, you can © June 2009 - 135 Pages (fP48887) still obtain the benefits of the information provided by purchasing the By: Joseph P. Foley, G. Steven Gackle, Norman H. Green, Karen L. Mateer, SCHeduLe manual and CD. See the registration form to order. Jonathan A. Wershow and Boryana V. Zeitz. registration time 8:30 — 9:00 am CanCellation seminar time 9:00 am — 4:30 pm Has your schedule changed? Visit us on the web or call one of our customer 24/7 online leaRning FRom nbi — get Today! Complimentary snacks and refreshments are provided. service representatives to learn more about your cancellation options. Lunch is on your own. on-demand audio, mP3 downloads and Course Book downloads — the nBi guarantee Pick the training that works for you. Your satisfaction is our guarantee! If you aren’t satisfied with a seminar Quality topics, customized formats or training resource, call or write us and we’ll make it right. and the continuing education credit TuiTion you need. Visit $309 for the first registrant *Pre-registration is encouraged. If you need to register at the door, you may wish to MP3 Downloads On-Demand Course Books call us first to confirm availability and to receive information regarding schedule or to view all learning products! Downloads $299 for each additional registrant location changes.
  5. 5. registration form attendee information (Please photocopy this form for multiple registrants.) 52607CM Need to register quickly? Use the product code below to complete your express event registration Resolving legal Does this confirm a phone or fax registration? Yes No online or via the phone. and Financial name issues in title Product id: 52607er eldeR caRe nBi subscription holder? Enter Subscription # Here* e-mail address Non-Profit Org. name U.S. Postage Paid June 7 title mail To: national business institute NBI, Inc. San Bernardino, CA (52607ER) nBi subscription holder? Enter Subscription # Here* A Division of NBI, Inc. Phone: (800) 930-6182 e-mail address P.O. Box 3067 Fax: (715) 835-1405 Eau Claire, WI 54702 online: Company name seminaR TuiTion VIP/KEY Code: SPKEM Co. size 1 2-5 6-10 11-25 26-50 51-100 100+ $309 — first registrant address $299 — each adt’l registrant City unable To aTTend? state Zip Purchase the audio recording and manual of this seminar. Phone ( ) Payment information If you would like to order, please select the box below. Check enclosed payable to national Business institute Please provide street address and allow masterCard visa american express discover 2 weeks following seminar date for delivery. Card no. $309 + $7.95 shipping exp. date ($14 to AK, HI or PR) Shipments to CA, MN, NV, RI, SD and WI must signature also include sales tax. Please bill me. (If your organization requires a P.O. please provide it.) © Copyright 2009 52607CM *What is an NBI Subscription? Call 800-930-6182 to learn more.